Insights for professional investors
x
Insights for professional investors
Emerging markets (EM) offer investors many potential benefits such as global diversification and the opportunity to access growing economies. However, this year has brought a number of new challenges, including the war in Ukraine, rising inflation, interest rate hikes and a strong US dollar. Hear the market analysis from three international investment experts – Candriam, Eastspring Investments and Mirae Asset Global Investments.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
Global emerging markets (“GEM”) are expected to grow 3.3% in 2023, surpassing the growth of the developed economies. Within GEM, value stocks have historically outpaced their growth counterparts over the long term and we have seen this outperformance re-assert itself over the past 18 months. Sam Bentley will share the reasons why the value investment approach is outperforming today, why he expects it to continue outperforming over the coming years.
EMs are leading in new–build clean energy asset finance, with huge investment opportunities. Capacity additions for Solar PV and wind is expected to increase 4x while electric car sales are set to increase 18x over the next decade (2020-2030). Furthermore, Asia plays a critical role in ‘Greenablers’ – devices that reduce electricity consumption – and demand for these are growing.
Aftershocks of the pandemic and inflationary pressures have weighed heavily on consumer and business sentiment. In this presentation, Sol Ahn will provide an overview of the Asian consumption landscape and highlight potential opportunities set to benefit from further re-opening and recovery, despite a slowing global economy.
Create your profile to get first-hand investment insights from international experts.
